A client may have an estate plan. That doesn’t mean they’re protected.
BeyondWill’s Plan Analyzer helps advisors uncover hidden risks in their clients' old estate plans, highlight what needs attention, and turn old documents into clear next steps.
Turn dense, outdated estate plans into clear, actionable insights in minutes so you can move the conversation forward with confidence. Instead of spending time deciphering legal documents, you get instant clarity.
Upload a client’s existing plan
See what matters most right away
Turn analysis into next steps
We read wills, trusts, POAs, healthcare documents, and supporting files.
See the gaps, missing documents, outdated decisions, and areas that need attention.
Receive a structured, advisor-friendly view of the plan, what may be missing, and where to focus the discussion.
Turn old estate plans into meaningful conversations
Conversations change when you understand your client's old plan. Move beyond checking a box to meaningful guidance that reduces risk for families, builds trust, drives engagement, and makes it easier to update plans with confidence.
Move your clients from having a plan to protection
